Glassman Wealth Services’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-884
| Closed | -$15K | – | 1005 |
|
|
2023
Q4 | $15K | Hold |
884
| – | – | ﹤0.01% | 769 |
|
|
2023
Q3 | $12.8K | Hold |
884
| – | – | ﹤0.01% | 784 |
|
|
2023
Q2 | $13.3K | Hold |
884
| – | – | ﹤0.01% | 736 |
|
|
2023
Q1 | $13.3K | Buy |
884
+67
| +8% | +$1.01K | ﹤0.01% | 735 |
|
|
2022
Q4 | $15.5K | Buy |
817
+10
| +1% | +$190 | ﹤0.01% | 724 |
|
|
2022
Q3 | $15K | Hold |
807
| – | – | ﹤0.01% | 690 |
|
|
2022
Q2 | $19K | Hold |
807
| – | – | ﹤0.01% | 639 |
|
|
2022
Q1 | $24K | Sell |
807
-44
| -5% | -$1.31K | ﹤0.01% | 593 |
|
|
2021
Q4 | $24K | Buy |
851
+44
| +5% | +$1.24K | ﹤0.01% | 562 |
|
|
2021
Q3 | $24K | Hold |
807
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $25K | Hold |
807
| – | – | 0.01% | 512 |
|
|
2021
Q1 | $26K | Hold |
807
| – | – | 0.01% | 459 |
|
|
2020
Q4 | $25K | Hold |
807
| – | – | 0.01% | 469 |
|
|
2020
Q3 | $22K | Hold |
807
| – | – | 0.01% | 429 |
|
|
2020
Q2 | $24K | Hold |
807
| – | – | 0.01% | 358 |
|
|
2020
Q1 | $26K | Sell |
807
-3
| -0.4% | -$97 | 0.01% | 309 |
|
|
2019
Q4 | $32K | Hold |
810
| – | – | 0.01% | 313 |
|
|
2019
Q3 | $32K | Buy |
810
+3
| +0.4% | +$119 | 0.01% | 304 |
|
|
2019
Q2 | $32K | Hold |
807
| – | – | 0.01% | 310 |
|
|
2019
Q1 | $33K | Hold |
807
| – | – | 0.01% | 289 |
|
|
2018
Q4 | $28K | Hold |
807
| – | – | 0.02% | 253 |
|
|
2018
Q3 | $30K | Hold |
807
| – | – | 0.01% | 270 |
|
|
2018
Q2 | $29K | Hold |
807
| – | – | 0.01% | 251 |
|
|
2018
Q1 | $27K | Sell |
807
-1,614
| -67% | -$54K | 0.02% | 243 |
|
|
2017
Q4 | $84K | Sell |
2,421
-807
| -25% | -$28K | 0.05% | 128 |
|
|
2017
Q3 | $110K | Buy |
+3,228
| New | +$110K | 0.07% | 106 |
|